James Walden Email & Phone Number
Senior Regional Consultant - Wealth Management @ MFS Investment Management
James Walden's Location
Keller, TX, US
James Walden's Work
- Senior Regional Consultant - Wealth Management @ MFS Investment Management
- Director, Wealth Management Group @ MFS Investment Management
- Vice President, Territory Sales @ American Century Investments
- Senior Pension Consultant @ Transamerica
- Vice President, Marketing and Sales @ Great Plains Trust Company
- Midwest Regional Manager of Corporate Retirement Plan Sales @ JP Morgan/American Century Retirement Plan Services
- Institutional Marketing Representative @ American Century Investments
- Institutional Service Representative @ American Century Investments
James Walden's Education
- Kansas State University
Bachelor of Science (BS) (Business Administration, Finance)
1986 - 1990
James Walden's Skills
- Retirement Planning
- Mutual Funds
- Series 63
- Investment Management
- Investment Advisory
- ETFs
- Separately Managed Accounts
- Pensions
- Asset Allocation
- Investment Strategies
James Walden's Summary
James Walden, based in Keller, TX, US, is currently a Senior Regional Consultant - Wealth Management at MFS Investment Management, bringing experience from previous roles at MFS Investment Management, American Century Investments, Transamerica and Great Plains Trust Company. James Walden holds a 1986 - 1990 Bachelor of Science (BS) in Business Administration, Finance @ Kansas State University. With a robust skill set that includes Retirement Planning, Mutual Funds, Series 63, Investment Management, Investment Advisory and more, James Walden contributes valuable insights to the industry. James Walden has 6 emails and 1 mobile phone number on RocketReach.
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